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Customized Date Range Dialog

Chart Widgets display each available time range with a default time interval setting, and will automatically display labels along the x-axis for convenience. You can change labeling behavior using a chart widget's Appearance preferences, and alter the time interval setting either using the customized date range option as shown above, or within the Group By preferences.

The default time interval setting for each time range is:

  • This/Last Hour - Minute
  • Today/Yesterday - Hour
  • This/Last Day - Hour
  • Last 3/7/30 Days - Day
  • This/Last Week - Day
  • This/Last Month - Week
  • This/Last Quarter - Month
  • This/Last Year - Quarter
  • Custom Date Range - Day

filter website item
filter website item
Website Item

You can include All website items for a specific widget, or choose Customize... and manually select and add individual items. You may also remove items using the same dialog.


Object Explorer Dialog


You may also enter a term to Search for it within the Object Explorer, which will open a new dialog window. Click Browse to return to the selected item in the Object Explorer.

Search Results Dialog

filter users
filter users
Users and Groups

Enter a login account name or display name in the Name field and then click Search. Select the desired result and click the Add button to add it to the filter. To exclude a user or group, click the Exclude button (the name will appear in red).

Filters are given precedence to users over groups. For instance, if a selected User A belongs to an excluded Group B, then User A will be contained in the results data.


Select Users and Groups Dialog

filter visitor segments
filter visitor segments
Visitor Segments

From the Filter tab, you may include choose to include No Visitor Segments or choose Customize... to open the Select Visitor Segments dialog, which includes the following options:

  • User Behavior: Goal - Filter reports by Goals. For more information see "How to Create Goals."
  • Country - Filter reports according to which country on Earth your visitors are from. CardioLog uses internal and third-party data to retrieve visitors' geographic locations from their IP addresses.
  • Active User Categories - Filter reports by Department and Region according to their classification in the Active Directory "Configuring Visitor Segmentation for Authenticated Users".


Select Visitor Segments Dialog


You can change and preview the visual appearance of the data displayed in charts from the Appearance tab in the widget preferences dialog. None of these settings will change how the data is collected. Some options have sub menus accessible by clicking them. These options appear with highlighted text and are Legend, Title, Axis X Title, Axis Y Title, Enable Scale Breaks, Chart Background, Chart Plotting Area, and Chart Series.

Below is a short description of available appearance options. The X Axis is on the horizontal plane and usually displays a time based value. The Y Axis is on the vertical plane and usually displays the relevant data. Not all details are available for use at the same time.


Enable 3D


Display chart in 3D. This is required in order to view data over parallel time periods, which can be configured in the Group By details



Display chart at a slight angle; only available if 3D is enabled



Display chart with numerical values above every data point



Display a legend describing each type of data point shown on the chart


Inside Chart Area

Display the legend within the graph lines



Choose from List (automatic), Row (horizontal), or Column (vertical)



Choose from Bottom, Top, Right, or Left to pin the legend


Font Details

Assign text styles based on font typeface, font size, font color, bold, italic, and underline

Show Dates in Legend


Include the dates the widget is collecting data from in the legend



Display the title inside the chart. The title is entered in the text box at the top of the dialog

 Title styleChoose details for: Alignment, font typeface, font size, font color, bold, italic, underline

X Axis Title


Display the X axis title

 X Axis Title DetailsTitle, alignment, font typeface, font size, font color, bold, italic, underline

Y Axis Title


Display the Y axis title

 Y Axis Title DetailsTitle, alignment, font typeface, font size, font color, bold, italic, underline

Enable Scale Breaks


Insert a divider across the graph area of a chart to denote a break in continuity between high and low values on an axis. Use a scale break to display two distinct ranges in the same chart area.

 Scale Break DetailsBreak line type, spacing, color

Show Preferences


Display the widget preferences in the report

Show Help


Display a general description of the widget

Show X axis margins


Display chart with the first value on the x axis indented from

Show all  X axis labels


Display chart with all X axis labels, instead of rounded interval values

Show all  Y axis labels


Display chart with all Y axis labels, instead of rounded interval values

Highlight min and max vals


Highlight the data points on the graph containing maximum and minimum Y values

Highlight weekends


Highlight the weekends in a chart plotting area, (Weekends will only be highlighted if they are included within the date range chosen in the Filter tab)

Chart Background

 You may choose a background design to help present the data.


 Chart background details

Background color, gradient, hatch style, secondary background color, border style. (Note: not all details are available for use at the same time.)

Chart Plotting Area


You may choose a design for the graph area to help present the data

 Chart Plotting Area DetailsColor, gradient, hatch style, secondary color, border style, border color, border size (Note: not all details are available for use at the same time.)

Chart Series


You may choose a design for the data points plotted on the chart

 Chart Series Details:Gradient, hatch style, secondary color (Note: not all details are available for use at the same time.)

Chart Type


Choose the type and style of graph you would like to display. Depending on the type of chart you choose, different relevant options will become available to choose from.

Drawing Style


If available for your desired chart type, select a display style for your data

Point Width


If available for your desired chart type, select the width of the bar or column.

Point Depth

Cylinder, Bar Cylinder

Select the display thickness of the data points

Gap Depth

Cylinder, Bar Cylinder

Select the distance between data series that are displayed along different rows


Column, Bar, Cylinder, Bar Cylinder

Display the data series along distinct rows


Area, Spline AreaChoose the lighting style for the design under the data curve


Label Style

Pie, Doughnut

Choose where the data labels will be displayed: Inside, Outside, Disabled



Choose the amount of space in the center of the graph

Collect pie slices

Pie, Doughnut

Collect small slices into a single slice to prevent overlapped labels


Collected %

Collect any slice that is less below the Collected % threshold into a single slice


Collected color

Collected slice color


Collected labelEnter a label for the collected slice that will appear inside the slice



Show exploded

Separate the collected slice slightly from the rest of the graph


group by
group by
Group By

Data may be grouped using several parameters. 

  • All Pages - Displays data for a selected Website Item and all of its child items.
  • Home Page - Displays data only for the selected website item.


Chart Widget "Group By" Preferences Dialog

compare parallel
compare parallel
Compare to Parallel Period

Chart widgets can display multiple data series in parallel based on custom time frames, as shown above. You may edit their display title and compare parallel date ranges.

  1. Enable the check box next to the page(s) you would like to compare to a previous period, as shown above.
  2. Click the time period next to the page(s) you would like compare, and then choose a date range using the Choose Parallel Period dialog, In the image above, you would click "1 Month ago"
  3. Choose a relevant time frame to compare. For example, you might choose 1 Month ago to compare data after a recent campaign. Or you might select 12 Months ago to compare the data to the same month of the previous year to account for seasonal discrepancies.
  4. Click OK to save your choice.

Choose Parallel Period Dialog

table preferences
table preferences
Table Preferences

Compared to the chart widgets, most details are fixed for Tables. However, you can edit relevant parameters in the Advanced section, including:

  • Number of rows - Choose the total number of rows to display. The widget will automatically sort pages if there are more than 10 items in the table.
  • Minimum value - Set the threshold for reporting results. Items with values below this number will not appear. For example, by setting this value to 0 in the Page Views report, pages that were not viewed at all will be included in the results.
  • Sort order - Choose between ascending or descending for the default display. Clicking on a column title will sort the table according to that column, clicking the title again will sort the column in the opposite order.
  • Show Aggregated values for child items - Choose to display values that include all sub-items on each row, or exclusively the listed item.
  • Show first level child items only - Choose to show results for only the first level of sub-pages below the selected item as organized in the Object Explorer.
  • Compare to Past Period - Enable this to display two more columns that report the relevant value of each row for the past period and it's percent change. For example, if the Filter Date Range is "This Week" for a Page Views widget, the Past column will show the page views for "Last Week"

    Table Widget Advanced Preferences

table search
table search
Table Search

The latest version of CardioLog now allows you to search the text of any table. In the upper right hand of any table widget is a search bar.

  • Simply enter a search phrase and results will actively filter within the table. 
  • Delete the text to have the full table data presented again.
  • Note: The search applies to all columns in the table, including numerical values, and does not accommodate boolean phrases (eg., AND, OR, NOT)

Table Widget with Active Search

data drilldown
data drilldown
Data Drill Down

Table widgets contain a contextual menu that you can access by clicking on any user, search phrase, destination or content title in the first column. Menus contain access to further information for relevant items. You can view more detailed data for a folder, single document or item including child items. You can also view more detailed data for specific users and user categories.

  • To expand reports for an item, click the item and select the desired report template.
  • The new report will open in a new window or tab depending on the user's browser preferences.
  • To create a new drill down template, see "Report Templates."

Menus vary depending on the content type. Below are a series of table widgets with examples of contextual Drill Down menus. The following is an incomplete list of menu options, but includes descriptions of some helpful options:

  • Open in New Window - Open the link in a new browser window.
  • Copy to Clipboard - Copy the link for quick sharing.
  • Clicked By - For External Destinations, Onsite Search Destination Pages, and other related widgets, this shows all users who have clicked on the listed link.
  • Searched By - For Onsite Search Phrases and other related widgets, this displays all users who searched for a given phrase.
  • Search Destination Pages -  For Onsite Search Phrases and other related widgets, determine where visitors navigated on your site after searching for a given phrase.
  • Site Visitors - For Page View Reports and Portal Growth Reports, find more complete information about who visited a listed page, or page and all of its child pages, depending on the current widget's settings. 
  • Visitor Activity - For Visitor Reports, display more information about all actions on your site by a listed user.


Onsite Search Destination Pages Table Widget Drill Down Menu

Previous Pages Table Widget Drill Down Menu

Unique Users Table Widget Drill Down Menu

Exit Pages Table Widget Drill Down Menu

Onsite Search Phrases Table Widget Drill Down Menu

Compare to Past Period

Within advanced Table widget preferences, you have the ability to compare data from the current period of time with the previous equivalent period of time. For example if the current time range is "This Month" then the compare period will be "Last Month."

  1. To enable comparison of time periods, click on the table widget action menu and select Edit.
  2. Click on Advanced settings and enable the check box labeled "Compare to past period"
  3. Click Save to return to your report. 

    Page Views Advanced Table Widget Preferences

  4. The table widget should now appear with the columns "Past" and "Change Rate"
    1. Past indicates the first column value for the previous period. In the example below, the number represents Past Views.
    2. Change Rate indicates the percent change between the last period and current period. The colored arrows indicate significant change; a red down arrow should appear when the change is more than -10%, a green up arrow for more than +10% and a yellow bracket for a stable change of -10% to 10%.

Page Views Table Widget with Compare to Past Period enabled

meter preferences
meter preferences
Meter Preferences

In the Meter Preferences tab you can set the basic parameters of your meter. The available options are:

  • Min Value - This is the minimum value displayable on the meter, starting on the left.
  • Max Value - This is the maximum value displayable on the meter, ending on the right.
  • Undershoot - The meter will display the data in red for all values below this limit.
  • Overshoot - The meter will display the data in red for all values exceeding this limit.
  • Send Alert - A KPI Alert email will be automatically sent to the distribution list if the Undershoot or Overshoot values are reached. 

After setting the widget's preferences, click Preview to view your changes in the preferences dialog, or click Save to save your choices and return to the report. 


Meter Widget Meter Preferences

In the Advanced section you have the option to display data for either the selected website item and all of it's sub-pages, referred to as All Pages, or just the selected website item. 

To view data for All Pages, select Yes from the drop down menu in the advanced settings. Select No to view data only for the selected website item

Meter Widget Advanced Preferences

Widget Help Bubble

Similarly, the widget description can be found in the settings dialog in the About This Chart section.

Widget "About This" Preference Dialog


set preferences for all
set preferences for all
Set Preference Filters for All Widgets in a Report

Use the top toolbar to apply filters or a global time range for all widgets in a report. When using page filters, all individual display preferences for the widgets in the report are assigned the new value.

Note: Due to the fact that the widgets use different filter sets. For example, while some widgets filter Website Items by URL, others filter Website Items using the Object Explorer, the filter settings in the Preferences pane will apply only to relevant widgets.

Top Toolbar Filter Options

cached mode
cached mode
Cached Mode

For enhanced performance and quick loading, widgets display cached values while being edited in an existing report. Widgets in cached mode display static data based on the current date range selected in in the date range menu. To view current data for a report, click the Actions menu in the top left corner of the Reports main window and select Refresh.

A refreshed widget will display data according to the list below, depending on the time frame selected in the top right corner of the page.